58 Part 1: Overview and Configuration
Changing Your Password
Choose Edit, User Preferences, then click the Password tab to change your current password for starting the module.
1 Click to change your password.
2 Type a new password.
3 Retype the new password to verify it.
Primavera - Project Management
Setting User Preferences 59
Setting Profile and Spreadsheet Data Options
Choose Edit, User Preferences, then click the Resource Analysis tab to choose the project data to use when displaying and summarizing remaining units and costs in Resource Usage Spreadsheets, Resource Usage Profiles, and tracking layouts. You can also choose options for displaying and calculating time-distributed data in Resource Usage Spreadsheets, Resource Usage Profiles, and tracking layouts in the Project Management module, as well as time-distributed charts in the Primavera Web application.
If you choose to calculate 
the role limit based on
custom defined role limits and no limit has been defined for a role, the module assumes the role has a limit of zero maximum units/time.
If you manually plan future period resource allocation in the Resource Usage Spreadsheet, this setting determines the minimum timescale interval in which you can enter a value.
If you do not choose Show All Projects, the module displays profile/ spreadsheet and tracking data from open projects only, and the data are live rather than summarized.
Choose the project data to display If you choose Show All Projects from the Display Options bar in a Resource Usage Profile or Resource Usage Spreadsheet, you can specify whether to include data from open and closed projects, or only the projects currently open when calculating remaining units and costs. (Closed projects are any projects in the enterprise project structure (EPS) that are not currently open.)
■To include live data from all open projects and stored summary data from all closed projects (excluding those with a What-If status), choose All Closed Projects (Except What-If Projects).
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60 Part 1: Overview and Configuration
For Primavera Web application users, you can choose how you want to display role limits in the Resource Staffing section of Global Preferences.
Summarized data are available only when projects have been summarized. To summarize data, choose Tools, Summarize then select to summarize the open projects in the current view, all projects in the EPS (includes both open and closed projects but excludes summary only projects), or summary only projects (those projects for which the Contains Summarized Data Only checkbox is marked in the Project Details Settings tab).
■To include live data from all open projects and stored summary data from all closed projects with a specific leveling priority, choose All Closed Projects with Leveling Priority Equal/Higher Than, and enter the leveling priority you want to use. (Specify the leveling priority per project in the General tab of the Projects window.) The module uses this value to consider applicable external projects (those not included in the current layout) when deducting from resource availability immediately during leveling.
■To not include resource data from external (closed) projects in the remaining units and cost values for Resource Usage Profiles, Resource Usage Spreadsheets, and tracking layouts, choose Opened Projects Only.
Choose the time-distributed data to display In the TimeDistributed Data section of the Resource Analysis tab, choose a starting point for calculating remaining units and costs for display in Resource Usage Profiles, the Resource Usage Spreadsheet, tracking layouts, and Primavera Web application charts. To focus on the current remaining estimate, choose Remaining Early Dates. To focus on values calculated from a forecast date, choose Forecast Dates.
Next, select the interval at which live resource and cost calculations are performed for Resource Usage Profiles and Resource Usage Spreadsheet displays and in tracking layouts. Profiles, spreadsheets, and layouts are only affected if their timescale interval is set lower than the interval set in the Interval for Time-Distributed Resource Calculations field.
Finally, choose to display role limits based on custom role limits defined in the Roles dictionary or on the calculated limit of each role’s primary resource. The Resource Usage Spreadsheet, Resource Usage Profile, tracking layouts, and Primavera Web application charts display the role limit according to the option you select.
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Setting User Preferences 61
Setting Calculation Options for Resource and Role Assignments
Choose Edit, User Preferences, then click the Calculations tab to specify how cost and units are allocated when you add or delete multiple resource assignments. You can also choose the default behavior when replacing a resource/role on an existing activity assignment with a different resource/ role.
Choose resource assignment defaults You can specify how to calculate remaining values when new resource assignments are added to or removed from activities. Remaining duration, remaining units, and remaining units/time will not change for existing assignments, regardless of the duration type.
When the first assignment is added, units/costs are calculated based on the activity’s duration type.
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62Part 1: Overview and Configuration
■Preserve the units, duration, and units/time for existing assignments
When adding or removing multiple resource assignments on activities, choose this option for units, durations, and units/time to remain constant when additional resources are assigned to any activity. Regardless of the duration type of an activity, this equation is always true:
Remaining Units = Remaining Duration x Remaining Units/Time
■Recalculate the units, duration, and units/time for existing assignments based on the activity duration type
When adding or removing multiple resource assignments on activities, choose this option to calculate a resource assignment’s remaining values based on the activity’s duration type, specified in the Activity Details General tab.
Choose assignment staffing defaults In the Project Management module, you can choose the module’s default behavior when you replace a resource on an existing activity assignment with a different resource and when you assign a resource to an existing role assignment.
When replacing a resource on an existing activity assignment, you can choose to always use the units/time and overtime factor of the new resource or of the current assignment (i.e., the resource you are replacing); or, you can choose to be prompted to select which units/time and overtime factor you want to use each time.
When assigning a resource to an existing role assignment, you can choose to always use the price/unit of the resource or role; or, you can choose to be prompted to select which price/unit you want to use each time.
If you choose to always use the role's price/unit, in the Activity Details, Resources tab, the Rate Source is set to Role. If you choose to always use the resource's price/unit, the Rate Source is set to Resource. The price/unit value used to calculate costs for the assignment is determined by the rate type you select in the Rate Type field (which are resourceand role-specific).
Primavera - Project Management